Novak & Powell Financial Services, Inc.
Novak & Powell Financial Services, Inc. is an SEC-registered mass-market adviser in St. Petersburg, FL with $359.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Novak & Powell Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112970, SEC 801-108964, data through 2026-03-22.
- AUM (assets under management / regulatory AUM)
- $359.5M (2026-03-22)
- Firm type
- Mass-Market Adviser
- Location
- St. Petersburg, FL
- Employees
- 7
- Clients
- 426
- CRD
- 112970
- Ownership
- NOVAK, DAVID, WILLIAM; POWELL, JOSHUA, D
How much AUM does Novak & Powell Financial Services, Inc. have?
Novak & Powell Financial Services, Inc. reported $359.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-22).
Who owns Novak & Powell Financial Services, Inc.?
Disclosed owners and executives of Novak & Powell Financial Services, Inc. include NOVAK, DAVID, WILLIAM, POWELL, JOSHUA, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.